What is in this article?:
REP. magazine reached out to its readers—professionals with similar requirements, working conditions, and compliance considerations—to identify 10 indispensible mobile applications that really do deliver the goods.
Free in iTunes store
Citrix Online LLC
There are many apps that give you remote access to your desktop computer so that you can use your mobile device to control your PC or Mac desktop. Many advisors prefer GoToMyPC. It’s free but you have a GoToMyPC subscription. Your computer, with all its files and resources, is always just a tap away.
“I use the invitation feature to allow my distant clients to view their proposed financial plans from the comfort of their home or office as I guide them through the proposal and tweak the plan. As I listen, I can update the plan in real-time to reflect the various assumptions and asset allocation models. The one-time password feature is invaluable as a security precaution when I access my firm's service from remote locations. Citrix’s white paper on advanced encryption was key to convincing my firm’s technology committee to allow me to utilize this technology.”
Delta Trust Investments Inc.
Little Rock, AR